Beverly Hills, CA N Camden Dr. Office
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SteelPeak Wealth, LLC
Multi-team
Firm-wide stats for SteelPeak Wealth, LLC
About
SteelPeak Wealth, LLC serves a broad mix of clients including individual (both non‑HNW and high‑net‑worth) investors, pension and profit‑sharing plans, trusts, charities, family offices, private funds and registered investment companies. The firm offers financial planning and retirement plan consulting, discretionary portfolio management, alternative strategies and private placement investment consulting, and provides access to non‑purpose loan (margin) solutions.
The firm typically implements its advice through proprietary and custom model portfolios (SteelPeak Elite and SteelPeak Exclusive) overseen by its Institute of Portfolio Management & Economic Strategy, allocating among mutual funds, ETFs, independent managers and alternative investments, with ongoing monitoring and rebalancing. For eligible accredited and qualified clients, SteelPeak conducts due diligence on privately placed securities and pooled vehicles and may allocate client capital to independent managers and third‑party alternatives as part of its SteelPeak Alternative Solutions program.
Distinctive features include serving as investment adviser and affiliate general partner to multiple affiliated private funds (for example, SP Capital Opportunity I‑A, SP Long‑Short Equity Strategy LP, SP Goal‑Line Growth Fund and Alpha Summit Tax Optimization Fund, LP) and acting as investment manager to a registered interval fund (Alpha Summit Strategic Alternatives Fund, ALTSX), which involve pooled structures and limited liquidity. Those roles entail performance‑based compensation (carried interest and allocations), fee discounts for certain SteelPeak clients in some funds, and the firm’s continued receipt of management fees on assets invested in its funds—circumstances the brochure identifies as potential conflicts of interest.
Based on SteelPeak Wealth, LLC
Expertise
Based on SteelPeak Wealth, LLC
Location
433 N Camden Dr.
Beverly Hills CA 90210
Advisors at this office
3
Advisors at this office
Kingsley C
Series 66, Series 63, Series 65
Beverly Hills, CA
SteelPeak Wealth, LLC
Kingsley Choi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 registrations. His prior experience includes roles at Charles Schwab and Morgan Stanley, and he was previously involved with Otaku Coffee Lab, LLC. SteelPeak Wealth serves a diverse client base including individuals, pension plans, trusts, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, using proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.
Dalia D
Series 65
Beverly Hills, CA
SteelPeak Wealth, LLC
Dalia Dardoon is a financial advisor at SteelPeak Wealth, LLC with a Series 65 credential and one year of industry experience. She previously worked at Morton Wealth and Strategic Valuation Group, among other roles. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, using proprietary model portfolios and conducting due diligence on private funds for eligible clients.
Derek R
Series 66
Beverly Hills, CA
SteelPeak Wealth, LLC
Derek Ruan is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Signature Estate & Investment Advisors LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.
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